2016-02-10T15:11:32-06:00 2015-06-30 111986323 MARCUM LLP 53 STATE STREET FLOOR 38 BOSTON MA 02109 990 2014-07-01 042104711 THE MASSACHUSETTS ASSOCIATION FOR MENTAL HEALTH INC MASS 6177427452 50 FEDERAL STREET 6TH FLOOR BOSTON MA 02110 BERNARD CAREY JR EXECUTIVE DIRECTOR 6177427452 2016-02-02 1 DOUGLAS FARRINGTON P00370668 6178075000 2016-02-02 2014 2016-08-17 19:52:53Z X BERNARD J CAREY JR 50 FEDERAL STREET 6TH FLOOR BOSTON MA 02110 1188344 0 X WWW.MAMH.ORG X 1913 MA TO PROVIDE SUPPORT AND ASSISTANCE TO INDIVIDUALS WITH MENTAL ILLNESS & EMOTIONAL DISORDERS. THE ORGANIZATION'S MISSION IS TO PROMOTE AND ADVANCE COMMUNITY BASED HOUSING, EDUCATION, HEALTH CARE, EMPLOYMENT AND TREATMENT FOR CHILDREN, ADOLESCENTS AND ADULTS WITH MENTAL ILLNESSES OR EMOTIONAL DISORDERS. ITS GOAL IS TO INCREASE KNOWLEDGE ABOUT MENTAL ILLNESS AND THE EFFECTIVENESS OF TREATMENT THROUGH EDUCATIONAL OUTREACH TO THE PUBLIC AT LARGE OR TO SPECIFIC SEGMENTS, AND TO PROMOTE HEALTH LIFE STYLES AND BEHAVIOR THROUGH PREVENTATIVE SERVICES AND PROGRAMS DIRECTED AT CHILDREN AND ADOLESCENTS. 92 92 4 125 0 0 838823 904460 18227 20705 29300 14085 0 0 886350 939250 0 0 0 0 483679 535266 0 0 41103 246069 311530 729748 846796 156602 92454 3496649 3668758 483496 471494 3013153 3197264 X TO PROMOTE AND ADVANCE COMMUNITY BASED HOUSING, EDUCATION, HEALTH CARE, EMPLOYMENT AND TREATMENT FOR CHILDREN, ADOLESCENTS AND ADULTS WITH MENTAL ILLNESSES OR EMOTIONAL DISORDERS. TO INCREASE KNOWLEDGE ABOUT MENTAL ILLNESSES AND THE EFFECTIVENESS OF TREATMENT THROUGH EDUCATIONAL OUTREACH TO THE PUBLIC AT LARGE OR TO SPECIFIC SEGMENTS, AND TO PROMOTE HEALTHY LIFE STYLES AND BEHAVIOR THROUGH PREVENTATIVE SERVICES AND PROGRAMS DIRECTED AT CHILDREN AND ADOLESCENTS. 0 0 439440 12800 ASSISTING THE MASSACHUSETTS DEPARTMENT OF MENTAL HEALTH, THE PUBLIC MENTAL HEALTH AUTHORITY IN A WIDE VARIETY OF MATTERS, INCLUDING (1) THE REDESIGN OF THE CHILDREN'S BEHAVIORAL HEALTH CARE SYSTEM THROUGH PARTICIPATION ON THE CHILDREN'S BEHAVIORAL HEALTH ADVISORY COUNCIL; (2) COORDINATION AND MANAGEMENT OF THE COMMONWEALTH'S MENTAL HEALTH PLANNING COUNCIL, INCLUDING ITS STEERING COMMITTEE AND ITS SUBCOMMITTEES; (3) PRESENTATION AND SYMPOSIUM ON MENTAL HEALTH AND SAFETY. 121691 ASSISTING INDIVIDUALS AND FAMILIES WITH MENTAL ILLNESSES IN ACCESSING SERVICES INCLUDING HOUSING, TREATMENT, FEDERAL AND STATE ENTITLEMENTS, INSURANCE, DAY TREATMENT, EDUCATION AND EMPLOYMENT. 54084 EDUCATIONAL OUTREACH, INCLUDING THE DISSEMINATION OF SCIENCE BASED INFORMATION ON MENTAL ILLNESSES UNDER THE NIMH OUTREACH PARTNERSHIP PROGRAM, AND ASSISTANCE IN THE ORGANIZATION AND PRESENTATION OF EDUCATIONAL FORUMS ON MENTAL ILLNESS AND RELATED ISSUES. 60846 ALL OTHER PROGRAM SERVICES OFFERED BY THE ASSOCIATION. 60846 676061 1 1 0 1 0 0 0 0 0 1 1 1 0 0 1 1 1 0 0 0 0 0 0 0 1 0 0 0 0 1 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 0 0 1 3 0 1 4 1 0 0 0 0 0 1 1 0 0 0 0 X 92 92 0 0 0 0 0 0 0 1 1 0 0 1 1 1 0 0 1 0 0 0 MA X BERNARD CAREY JR 6177427452 130 BOWDOIN STREET BOSTON MA 02108 BERNARD J CAREY JR EX. DIRECTOR 40.00 X X 206485 0 55978 LIST AVAILABLE UPON REQUEST DIRECTOR 1.00 X 0 0 0 TIMOTHY O'LEARY DEPUTY DIRECTOR 21.00 X 134088 0 25917 340573 0 81895 2 0 1 0 0 65922 24180 297267 492099 24992 904460 SPECIAL PROJECTS 900099 12800 12800 OTHER INCOME 900099 7905 7905 20705 25460 25460 206086 217461 -11375 -11375 -11375 31633 297267 31633 0 939250 20705 0 14085 206823 165960 28604 12259 166660 133732 23050 9878 129429 104010 19184 6235 8184 6577 1213 394 24170 19423 3583 1164 11935 11935 61594 55460 6134 21265 17080 3232 953 38528 30823 5779 1926 7732 6125 1237 370 111606 89285 16741 5580 1000 1000 10148 10148 SPECIAL PROJECTS 17500 14000 2625 875 CONTRIBUTIONS 15650 12520 2346 784 MISCELLANEOUS 8385 6591 1109 685 SPECIAL EVENTS 5583 3723 1860 604 604 846796 676061 129632 41103 58512 100 724027 829365 43751 79890 6918 7286 39233 35419 4814 3814 2656889 2746565 1738 1738 3496649 3668758 183496 136588 300000 334906 483496 471494 X 2741780 2924641 3500 4750 267873 267873 3013153 3197264 3496649 3668758 92454 91658 0 X 0 1 X 0 0 X 343922 350477 472682 452022 421502 2040605 343922 350477 472682 452022 421502 2040605 2040605 42907 61536 37583 24196 23734 189956 2230561 1499214 0.91480 0.89570 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 43362 0 1 1 17500 0 0 0 0 0 1 25862 43362 0 PART II-B, LINE 1: SALARIES (TIMOTHY O'LEARY) - $12,000 ADVERTISEMENTS - $17,500 INTERNET - $105 POSTAGE - $43 OFFICE SUPPLIES - $734 RENT - $4,600 OFFICE & SUPPORT STAFF SALARIES - $4,850 TAXES - $2,410 TELEPHONE - $480 UTILITIES - $68 OTHER - $572 267873 267873 267873 267873 267873 267873 631689 363816 267873 532699 98990 631689 0 0 39233 35419 3814 3814 CERTIFICATES OF DEPOSIT 929320 F AMERICAN NEW PERSPECTIVE FUND 123707 F LOOMIS SAYLES BOND FUND 170400 F PRINCIPAL GLOBAL DIVERSIFIED INC FD 129908 F NUVEEN SANTA BARBARA 205118 F PIMCO INCOME P 48777 F OPPENHEIMER REAL ESTATE Y 56980 F ENDOWMENT CASH 7230 F VANGUARD HEALTHCARE 66833 F T.ROWE PRICE 47047 F MANAGERS REAL ESTATE SECURITIES 136453 F EATON VANCE BOND C 122418 F PUTNAM DIVERSIFIED INC TR 139245 F CLEARBRIDGE AGGRESSIVE GROWTH 166144 F EV FLOATING RATE I 108454 F PUTNAM MULTI CAP CORE Y 138604 F JP MORGAN VALUE ADVANTAGE 149927 F 2746565 ACCRUED EMPLOYEE BENEFITS 300000 DEFERRED INCOME 9150 CASH OVERDRAFT 25756 334906 X 1062541 91658 31633 123291 939250 0 939250 878430 31634 31634 846796 0 846796 PART V, LINE 4: ENDOWMENT FUNDS ARE INTENDED TO ASSIST THE ASSOCIATION IN FURTHERING ITS MISSION TO INCREASE KNOWLEDGE ABOUT MENTAL ILLNESS AND PROMOTE HEALTHY LIFE STYLES AND BEHAVIOR THROUGH PREVENTATIVE SERVICES AND PROGRAMS ABOUT MENTAL HEALTH DIRECTED AT CHILDREN AND ADOLESCENTS. PART X, LINE 2: THE ASSOCIATION IS A NOT-FOR-PROFIT CORPORATION AS DESCRIBED IN SECTION 501(C)(3) OF THE U.S. INTERNAL REVENUE CODE AND IS EXEMPT FROM FEDERAL INCOMES TAXES ON RELATED INCOME PURSUANT TO SECTION 501(A) OF THE CODE. THE ASSOCIATION IS, HOWEVER, SUBJECT TO THE TAX ON UNRELATED BUSINESS INCOME, IF ANY SUCH INCOME EXISTS. IN ADDITION, THE ASSOCIATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A). ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE ASSOCIATION HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY TAXING AUTHORITIES. MANAGEMENT HAS ANALYZED THE TAX POSITIONS TAKEN AND HAS CONCLUDED THAT AS OF JUNE 30, 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS. THE ASSOCIATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS. MANAGEMENT BELIEVES THE ASSOCIATION IS NO LONGER SUBJECT TO INCOME TAX EXAMINATIONS FOR YEARS PRIOR TO 2011. PART XI, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR SPECIAL EVENTS 31,633. PART XII, LINE 2D - OTHER ADJUSTMENTS: DIRECT EXPENSES FOR SPECIAL EVENTS 31,633. ROUNDING 1. ANNUAL EVENT: FRIEND & LEADER 328900 297267 31633 31633 328900 297267 31633 31633 31633 0 X X 0 0 0 0 0 0 0 1 0 BERNARD J CAREY JR EX. DIRECTOR 206485 0 0 0 0 0 50955 0 5023 0 262463 0 0 0 TIMOTHY O'LEARY DEPUTY DIRECTOR 134088 0 0 0 0 0 25917 0 0 0 160005 0 0 0 PART I, LINE 7 THE BOARD OF DIRECTORS ANNUALLY REVIEWS THE PERFORMANCE OF KEY EMPLOYEES AND OFFICERS. UPON REVIEW, THE BOARD OF DIRECTORS MAY GRANT A COMPENSATION ADJUSTMENT AND/OR AN ANNUAL BONUS. THALEIA SCHLESINGER MAMH BOARD MEMBER 24000 $24,000 PAID TO SCHLESINGER ASSOCIATES FOR CONSULTANT SERVICES 0 FOLEY HOAG 2 MAMH BOARD MEMBERS ARE PARTNERS AT FOLEY HOAG 2832 PAID FOLEY HOAG $2,831.50 FOR LEGAL SERVICES 0 FORM 990, PART VI, SECTION B, LINE 11 A DRAFT COPY OF ALL TAX RETURNS ARE SUBMITTED TO THE GOVERNING BODY OF THE ASSOCIATION FOR APPROVAL BEFORE FILED. FORM 990, PART VI, SECTION C, LINE 19 THE ARTICLES OF ORGANIZATION AND BY-LAWS ARE AVAILABLE ON THE COMMONWEALTH OF MASSACHUSETTS WEBSITE. THE FEDERAL FORM 990 IS FILED ANNUALLY WITH THE INTERNAL REVENUE SERVICE, AND A COPY IS INCLUDED ALONG WITH A COPY OF THE AUDITED FINANCIAL STATEMENTS WITH THE PUBLIC CHARITIES FORMS WHEN FILED WITH THE STATE OF MASSACHUSETTS. BOTH RETURNS ARE AVAILABLE TO THE PUBLIC ONLINE OR BY MAKING A WRITTEN REQUEST TO THE APPROPRIATE AUTHORITY.